The Essential End-of-Year Checklist for Real Estate Agents

End-of-Year Checklist for Real Estate Agents

As a real estate agent, the end of the year can be a busy and stressful time. With so many tasks to complete, it’s easy to get overwhelmed and forget something important.

To help you stay organized and on top of things, we’ve put together an essential end-of-year checklist specifically tailored to real estate agents.

This list will ensure that you are well prepared for the new year, so that you can hit the ground running in 2023.


As a real estate agent, your personal brand is one of your most valuable assets.

Take this opportunity to review your branding materials–including business cards, website content, social media accounts–and make any necessary changes or updates.

Don’t forget to check that all of your contact info is up-to-date as well!


The end of the year is also a great time to evaluate your current marketing strategy and determine if there are any areas where you could improve or expand upon.

Are there any new platforms or strategies that could help you reach more potential clients?

Now is the perfect time to research and experiment with different options so that you can start 2023 off strong.

Tie Up Client Relationships

Consider reaching out to past clients and thanking them for their business.

This simple gesture can go a long way towards strengthening relationships with those clients and potentially leading to referrals down the line.

Plus, taking the time now ensures that they’ll remember you when they’re ready for their next move!


It’s important to take stock of your finances at the end of every year; not only do you need an accurate assessment for tax purposes, but it’s also useful information for budgeting in 2023 (not to mention peace of mind!).

Take some time now to review your income and expenses from 2022–what worked well? What didn’t? What can be done differently in 2022?

Answering these questions now will help set yourself up for success in the coming year.

Housekeeping & Admin/Operations

Take some time now to tidy up loose ends around the office.

File away client paperwork, organize documents into folders on your computer (or delete them if no longer needed), update your CRM system with new contacts….making sure everything is in order will save countless hours down the line!

Also make sure that all administrative tasks such as renewing licenses and permits are taken care of before 2022 ends.

Rack up Referrals

Referrals are one of the easiest ways to get more business–plus they come with added trust since they were recommended by someone already familiar with what you have to offer!

Reach out now to past clients who were especially satisfied with their experience working with you; ask them if they know anyone else who might benefit from what you have to offer!

Align Yourself With Your New Year Goals Last but certainly not least: take some time now reflect on what went well this past year, what didn’t go according too plan…and how do these experiences inform your goals for 2023?

Whether it’s setting monthly sales targets or improving customer service procedures–being intentional about setting goals now will put yourself in position for success next year!


The end-of-year checklist for real estate agents should include branding reviews, marketing evaluations, tying up client relationships, financial summaries, housekeeping & admin/operations checks, racking up referrals and aligning yourself with New Year goals.

By taking care of all these items before December 31st rolls around, real estate agents will be able to start off 2023 feeling confident and prepared!

That being said don’t let this list overwhelm – pick one item each day until everything is completed – small steps lead big successes! Good luck!